ADVISOR BIO

Stacy Beattie is a registered Investment Advisor Representative with Lido, based in Los Angeles, CA. Stacy has over 14 years of experience in the financial services industry. Stacy has held previous roles with Stifel, Nicolaus & Company, Incorporated, Barclays Capital Inc., and Lehman Brothers Inc. Stacy has a Series 66, Series 7, Series 7TO, Series 4 and SIE license and specializes in financial planning, educational seminars, portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Stacy serves high-net-worth individuals, corporations, charitable organizations, and other investment advisors.

SPECIALIZATIONS

ADVISOR BIO

Stacy Tjitradi is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Stacy has been in the industry since November 2006 and has held various roles, including at Wells Fargo Advisors LLC and Wells Fargo Bank. Stacy is a registered representative in California, Tennessee, and Virginia, with a focus on providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Stacy holds the Series 66, Series 7, and SIE exams.

SPECIALIZATIONS

ADVISOR BIO

Stacy Anne Graham is a financial advisor with over 37 years of experience in the industry. Stacy currently works with LPL Financial LLC and previously worked for several other firms, including American Investors Company. Stacy holds the Series 6, 7, and 63 licenses as well as the SIE designation. Stacy is a registered Investment Advisor in California and Texas. Stacy is also active in the community and is the owner of a real estate rental property in Grass Valley, CA. Stacy has a strong commitment to helping her clients achieve their financial goals and has a proven track record of success.

SPECIALIZATIONS

ADVISOR BIO

Stacy Anne Korsgaden is a financial advisor with Commonwealth Financial Network. Stacy has been in the financial industry since March 3, 2000. Stacy currently works out of the Grover Beach, CA office of Commonwealth Financial Network. Stacy is registered with the state of California as a securities agent and an investment advisor representative. Stacy also holds the Series 6, Series 63 and SIE licenses, and has passed the Uniform Investment Adviser Law Examination. Stacy is a licensed fixed insurance agent. Stacy has a history of working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Stacy Lynn Simonsen elmendorf is a registered representative with J.p. Morgan Securities LLC. Stacy has been in the securities industry for over 3 months and has a Series 63, Series 6TO, and SIE licenses. Stacy's primary business location is in Tiburon, CA, where Stacy is registered with the state of California.

SPECIALIZATIONS

ADVISOR BIO

Stacy Borek is a financial advisor registered with the state of California and has been in the industry since 2013. Stacy Borek is a CERTIFIED FINANCIAL PLANNER™ professional. Stacy Borek's firm, Capital B Financial Planning, LLC, provides financial planning and portfolio management for individuals. In addition to financial planning, Stacy Borek also provides tax accounting services as a tax accountant for Ridgeway & Warner.

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ADVISOR BIO

Stacy Renee Stryker is a financial advisor registered with Wells Fargo Clearing Services, LLC. Stacy has over 16 years of experience in the financial industry. Stacy is currently licensed to provide investment advice in California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Stacy Steven Smith is a registered investment advisor representative with U.S. Bancorp Advisors, LLC. Stacy has been in the securities industry since November 22, 1992. Stacy has passed the Series 4, Series 7, Series 24, Series 53, Series 63, Series 99TO and SIE exams. Stacy is currently registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Stacy is also registered with FINRA and the Securities and Exchange Commission.

SPECIALIZATIONS

ADVISOR BIO

Stacy Susan Correa is a registered representative with J.P. Morgan Securities LLC. Stacy holds Series 63, Series 6TO, and SIE licenses. Stacy has been in the industry for over 1 year and is registered in California.

SPECIALIZATIONS

ADVISOR BIO

Stacy Ann Trejo is an investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC, located in Pasadena, California. Stacy Ann Trejo is registered in California and has been in the industry since June 5, 2011. Stacy Ann Trejo has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7).

SPECIALIZATIONS